IG Group - Very strong Q1
Current thoughts on my positions: Part II
JIC Portfolio Trade - Added to existing position
Serica Energy CEO - "current valuation is crazy, baffling" - I have added to the position (again), funded by reducing another position
Luceco - Robust H1, but no upgrades for the full year at this stage
Sylvania Platinum - Year-end results - as expected - Thabo chromium JV to contribute in the current year
Hvivo - Robust H1 - in line with expectations
Gamma Communications - Great H1 - loads of cash - forecast at the top of the range for the full year
Serica Energy - Robust cash flow even after high EPL. Tailwind tax losses help - 9.0p interim dividend
Current thoughts on my positions: Part I (stocks 1 - 6)
JIC Weekend Roundup - Poor start to September - it often is!
Jet2 - Trading update
JIC Portfolio Trades - Added to three of my commodity positions with the cash raised this morning
August 2024 Review
JIC Portfolio Trades - Holding sold and added to an existing position (Pollen Street)
Pollen Street - Interim Results - steady growth
Weekend Roundup - Disappointing end to August
Calendar and Dividend Schedule
JIC Portfolio Trade - BlackRock World Mining reduced to 2.5%. Proceeds invested in new position
BlackRock World Mining - Half-year report and some thoughts on my exposure to the trust.
Calendar and Dividends
Weekend Roundup
JIC Portfolio Trade - The other side of the trade made earlier today